Lido Advisors
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Lido Advisors’s Paylocity PCTY Stock Holding History

Lido Advisors’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$230K Buy
2,130
+78
+4% +$9.57K ﹤0.01% 1711
2025
Q4 		$314K Buy
2,052
+84
+4% +$12.5K ﹤0.01% 1543
2025
Q3 		$313K Sell
1,968
-4,794
-71% -$849K ﹤0.01% 1468
2025
Q2 		$1.23M Sell
6,762
-91
-1% -$17.1K ﹤0.01% 761
2025
Q1 		$1.28M Buy
6,853
+1,176
+21% +$235K 0.01% 671
2024
Q4 		$1.13M Buy
+5,677
New +$1.09M 0.01% 713

Other funds holding PCTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Lido Advisors's PCTY Position: Q1 2026 in Review

Lido Advisors increased its Paylocity (PCTY) stake by 3.8% in Q1 2026, buying an estimated $9.57K and bringing the position to 2,130 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Lido Advisors first reported a position in PCTY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q1 2025. 442 funds tracked by Wall St. Rank hold PCTY as of Q1 2026.

  • Lido Advisors held 2,130 shares of Paylocity worth $230K as of Q1 2026.
  • Lido Advisors bought 78 Paylocity shares in Q1 2026, an estimated $9.57K.
  • Paylocity made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1711 holding.
  • Lido Advisors first reported a position in Paylocity in Q4 2024 and has held it in 6 quarters since.
  • Lido Advisors's Paylocity position peaked at $1.28M in Q1 2025.
  • 442 funds tracked by Wall St. Rank held Paylocity as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.